[Answer] What is meant by a "retirement period" for records?

Answer: The period of time which records are to be retained before being removed from a current files area to a designated local storage area. (NOTE: A retirement period must be distinguished from a retention period)

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What is meant by a "retirement period" for records? Retirement - Wikipedia Maintaining Your Retirement Plan Records | Internal ... Maintaining Your Retirement Plan Records | Internal ... Retirement - Wikipedia What is meant by a "retirement period" for records? The period of time which records are to be retained before being removed from a current files area to a designated local storage area . (NOTE: A retirement period must be distinguished from a retention period) records retention schedule: A records retention schedule is a policy that defines how long data items must be kept and provides disposal guidelines for how data items should be discarded. Mon Jul 15 2019 · Maintaining Your Retirement Plan Records As an employer sponsoring a retirement plan you are required by law to keep your books and records available for review by the IRS. Having these records will also facilitate answering questions when determining participants’ benefits. “How long does my client have to retain records associated with her 401(k) plan?” ERISA consultants at the Retirement Learning Center Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs qualified retirement plans and other types of retirement savings and income plans including nonqualified plans stock options and Social ... En español | Throughout your working ...

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